See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $9,749 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $8,784 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,708 |
LAZARD ASSET MANAGEMENT8 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $1,556 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,013 |
BOSTON PARTNERS8 years Service code 28 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,735 | $122,239+27.4% | $184,203-15.5% | $74,495+109.1% |
| Participation rate | 61.2% | 85.5%-24.3pp | 86.8%-25.7pp | 67.2%-6.0pp |
| Annual return | 12.27% | 19.95%-7.7pp | 28.81%-16.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,973 | $4,537+9.6% | $6,427-22.6% | $2,623+89.6% |
| Participant deferral / active EE | $6,377 | $7,139-10.7% | $9,131-30.2% | $4,346+46.7% |
| Admin fee / account holder | $207 | $1,260-83.6% | $13,901-98.5% | $1,942-89.3% |